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Be able to put card REFUNDS through via schemeserve Completed3 votes 2 comments
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Separate rating matrix for renewals Completed3 votes 0 comments
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Have the option to use the old get quote process where client details are asked first Completed0 votes 2 comments
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Add Multiple Way a Broker can pay Completed1 vote 4 comments
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New rule to get aggregate cover value for a postcode area1 vote 0 comments
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Add Premium Finance to SchemeServe Planned15 votes 24 comments
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Possibility of reversing the order of the History drop down box0 votes 1 comment
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Allow inclusion of system Client fields in Questions set Completed4 votes 4 comments
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Disallow case deletion if claim records exist or any record is On Cover Completed1 vote 2 comments
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Reports - Change Order of Display Completed1 vote 1 comment
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Schemes - Ability to change Order of Display /Group1 vote 0 comments
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Allow Brokers/Clients to re-quote from the quote display screen. Completed3 votes 4 comments
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Limit Insurers per risk group instead of per scheme0 votes 1 comment
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Reports Editor - remove default system column RecordId2 votes 1 comment
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Blanket Move to "status"0 votes 0 comments
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Free type on E Mails stored as notes Completed3 votes 2 comments
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Re-run scripts for rules on "Save Changes" Completed1 vote 2 comments
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Inserting Claim Types by Scheme Completed1 vote 1 comment
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Automatic Typesetting for Important Data (address, Postcode, Company Name etc.) Completed0 votes 1 comment
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Managing a brokers scheme access. Completed4 votes 3 comments
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Question Type of 'File' to allow customers to upload PDF or images of the risk. Completed5 votes 6 comments
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Reports editor allowing creation of reports with custom columns Completed2 votes 1 comment
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'Review Expired Quote' feature for Direct clients Completed1 vote 0 comments
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Record introducer reference when brokers are created Completed0 votes 1 comment
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How can I give a client my commission?0 votes 1 comment
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How can I copy documents between schemes?0 votes 1 comment
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Add 'More Info' Status List Completed5 votes 7 comments
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TOBA per scheme (Terms of Business) Completed1 vote 1 comment
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Show special referral message Completed1 vote 3 comments
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Admin - Website - Enlarge working area for editing Completed1 vote 1 comment
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